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EU Financial Planning: France's Assurance Vie Benefits
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• In general, Governments, regulators & revenue commissioners
• encourage an environment for Pensions, Long term saving and wealth
preservation.
• In most EU countries, tax incentives are given to long term savers.
Understanding these incentives is the difficult part to grasp.
• People usually procrastinate with planning their futures. Having an
income in retirement is obviously important, as is choosing how best to
do this.
• Sale of business, inheritance, emigration, retirement, selling your
home all need forward planning. Finding a knowledgeable and regulated
Financial Adviser is an important step in this process.
• In France, the ’Assurance Vie’ is a commonly used financial planning
tool for long term investing.
• An ’Assurance Vie’ has many IHT, Income & Wealth tax benefits for all
residents of France.
• No matter where you plan to live in the long term, it’s important to
save in a portable tax efficient product.
• Clear and transparent charges along with quality service are important
when investing over the long term.
E.U. Financial Planning: France